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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $221,599 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,780 |
JOHNSON BANK1 year Filed as: JOHNSON O'CONNOR FERON CARUCCI LLP Service code 17 101 EDGEWATER DRIVE SUITE 210 · WAKEFIELD, MA 01880 | Pension Consulting | $6,400 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,515 | $101,591+57.0% | $147,096+8.4% | $74,429+114.3% |
| Participation rate | 90.7% | 75.5%+15.1pp | 82.2%+8.5pp | 67.2%+23.5pp |
| Annual return | 19.83% | 8746.45%-8726.6pp | 419.75%-399.9pp | 1368.38%-1348.6pp |
| Employer contribution / active EE | $4,148 | $3,813+8.8% | $4,936-16.0% | $2,625+58.0% |
| Participant deferral / active EE | $15,036 | $7,302+105.9% | $8,071+86.3% | $4,348+245.8% |
| Admin fee / account holder | $338 | $1,750-80.7% | $13,005-97.4% | $1,944-82.6% |